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FAQ

Questions Answered

  • What types of seminars do you offer?
    We offer two main types of seminars: Retirement Financial Awareness (covering Medicare, Social Security, investment strategies, and tax planning) we can also add a secondary focus on Personal Development (focused on mental health, self-esteem, and personal growth).
  • Are your seminars really free?
    Yes, all of our educational seminars are completely free of charge. We believe in empowering individuals and families without financial barriers. They are underwritten by Financial services firms who agree to cover expenses to ensure attendees have no expense. The underwriting firm may be identified in the seminar but there is no further cost or obligation to meet or use the firm in any additional manner.
  • Who leads the seminars?
    The seminars are facilitated by Michael Lucas, a Mental Health Researcher and Clinical Psychotherapist, and are taught by experts in the fields of finance and personal development.
  • Can I attend a seminar virtually?
    Absolutely! We offer our seminars in both in-person and virtual formats to ensure accessibility for a wider audience. Both formats have opportunities for additional follow up information and tools shared to prepare for your retirement journey
  • How can I get involved with your organization?
    You can participate in our seminars, host an event in your community or in your business. Of course you are welcome to support our mission through volunteering or donations, although we have very generous underwriting from our financial services experts. Check our website for upcoming events and more information.
  • What kind of feedback have you received from participants?
    Participants have shared overwhelmingly positive feedback, noting how our workshops have transformed their understanding of financial management and personal development. Many organizations that host our seminars choose to schedule additional sessions due to this positive response.

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17840 Mound Road

Suite E

Cypress 77433

 2025 All Rights Reserved

The information provided is for educational and information purposes only.  Not to be construed or intepreted as legal, medical, or financial advice.  Please contact a licensed professional to look at your individual situation.

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